Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is committed to providing high levels of professionalism to clients and employees alike.
An exciting opportunity is now available for an ambitious Paraplanner to form part of their team. The successful Candidate must be able to analyse information and conduct research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.
What to expect:
- 25 days holiday
- 4 x Death in Service Benefits
- Employer Pensions Contributions
- Flexible working
- Free Parking
Responsibilities:
- Receiving instructions during debriefings from advisers followingclient meetings.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions tomeet client needs and objectives.
- Providing records to support research undertaken.
- Consolidation of client needs and objectives, together with therecommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
- Carrying out all tasks in a manner consistent with complianceprocedures.
- Preparation of existing client files ready for reviews.
- Ensuring all client files are compliant on an ongoing basis.
- Carrying out research and analysing products and services that is appropriate to each client's financial circumstances.
- Proposing and drafting financial solutions that meet each client's goals, needs and objectives.
Skills and Experience required:
- At least 2 years' experience working in a Paraplanning role, for a financial planning organisation.
- Clear understanding of the financial planning process.
- The ability to produce professional and technical reports, to support the advice process.
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Prioritise own work load, and the work load of the Paraplanning team.
- Ability to multi task and prioritise effectively.
- Good level of technical knowledge of investments and Pensions advice.
Our client is looking for someone with a can do attitude, who has the eagrness and drive and succeed in a face paced environment, as well as having the ability to build strong relationships and displaying professionalism at all times. If you feel like this is the role for you then please apply online or for further information please contact one of our specialist consultants quoting reference NJR 15233